— Know what they know.
Not Investment Advice

LDP

Cohen & Steers Limited Duration Preferred and Income Fund, Inc.
1W: -1.7% 1M: -6.6% 3M: -5.8% YTD: -5.5% 1Y: +2.9% 3Y: +43.1% 5Y: +15.3%
$19.92
-0.21 (-1.04%)
After Hours: $20.45 (+0.53, +2.66%)
ETF NYSE · AUM $579.3M
ETF-Level Metrics
AUM$579M
Holdings14
Top 10 Wt4.8%
Beta0.76
% Profitable4%
Coverage4%
Portfolio Valuation
P/E4.0
P/B0.4
P/S0.5
EV/EBITDA7.6
P/FCF5.0
PEG0.03
Profitability & Returns
Gross Margin28.5%
Net Margin12.4%
ROE11.1%
ROA0.9%
ROIC58.9%
Div Yield3.15%
Leverage & Liquidity
Debt/Equity0.28
Debt/Assets0.02
Net Debt/EBITDA-52.1x
Interest Cov1.3x
Current Ratio1.66
Quick Ratio1.66
Growth (YoY)
Revenue+34.2%
Net Income+10.1%
EPS+7.4%
FCF+48.4%
EBITDA-19.2%
Rev CAGR 3Y+24.6%
Quality Scores
Piotroski F5.5
Altman Z0.44
IS Quality62.1
IS Overall42.7
IS Value83.6
Median P/E10.4

Sector Breakdown

3 sectors
Sector # Holdings Total Weight % Avg P/E
Other 251 141.9%
Financial Services 12 4.6% 11.7
Utilities 2 0.9% 26.3

Smart Money Overlap

0 holdings with signals
No holdings with active convergence signals
Showing 50 of 265 holdings · Page 1 of 6
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 GOLDMAN SACHS GROUP INC Private 2.42% $15.8M 14,989,000
2 CITIGROUP INC Private 1.88% $12.3M 11,738,000
3 CITIGROUP INC Private 1.85% $12.1M 11,814,000
4 FIRST HORIZON BANK Swap 1.71% $11.2M 14,750
5 BANK OF AMERICA CORP Private 1.69% $11.1M 10,640,000
6 TRUIST FINANCIAL CORP Private 1.57% $10.3M 10,272,000
7 CITIGROUP INC Private 1.56% $10.3M 9,944,000
8 UBS GROUP AG Private 1.56% $10.3M 8,600,000
9 BNP PARIBAS Private 1.51% $9.9M 9,300,000
10 CHARLES SCHWAB CORP Private 1.47% $9.7M 10,279,000
11 BARCLAYS PLC Private 1.46% $9.6M 8,400,000
12 HARTFORD INSUR GRP INC Private 1.41% $9.3M 9,885,000
13 ENBRIDGE INC Private 1.39% $9.1M 7,940,000
14 MEIJI YASUDA LIFE INSURA Private 1.30% $8.5M 8,200,000
15 UBS GROUP AG Private 1.25% $8.2M 7,400,000
16 ENERGY TRANSFER LP Private 1.23% $8.1M 8,059,000
17 MetLife Capital Trust IV Private 1.21% $7.9M 7,080,000
18 BANCO SANTANDER SA Private 1.18% $7.7M 6,400,000
19 ENERGY TRANSFER LP Private 1.17% $7.7M 7,422,000
20 Enbridge Inc Private 1.15% $7.6M 7,464,000
21 JPMORGAN CHASE & CO Private 1.13% $7.4M 7,049,000
22 MetLife Inc Private 1.13% $7.4M 6,150,000
23 ING GROEP NV Private 1.13% $7.4M 6,800,000
24 NEXTERA ENERGY CAPITAL Private 1.12% $7.4M 6,823,000
25 SOCIETE GENERALE Private 1.12% $7.3M 6,600,000
26 CVS HEALTH CORP Private 1.10% $7.2M 6,836,000
27 TORONTO-DOMINION BANK Private 1.06% $7.0M 6,600,000
28 CITIGROUP INC Private 1.04% $6.9M 6,443,000
29 BNP PARIBAS Private 1.04% $6.8M 6,400,000
30 BANK OF AMERICA CORP Private 1.04% $6.8M 6,710,000
31 BANCO SANTANDER SA Private 1.01% $6.6M 6,000,000
32 BNP PARIBAS Private 1.00% $6.6M 6,100,000
33 SOCIETE GENERALE Private 0.95% $6.2M 6,600,000
34 SOCIETE GENERALE Private 0.95% $6.2M 5,800,000
35 BNP PARIBAS Private 0.95% $6.2M 6,800,000
36 ING GROEP NV Private 0.91% $6.0M 5,800,000
37 State Street Institutional U.S. Government Money Market Fund GVMXX 0.90% $5.9M 5,912,000 Financial Services
38 State Street Institutional Treasury Plus Money Market Fund Bond 0.90% $5.9M 5,911,537
39 SEMPRA Private 0.89% $5.9M 5,652,000
40 Societe Generale Private 0.89% $5.8M 5,800,000
41 PNC FINANCIAL SERVICES Private 0.89% $5.8M 5,663,000
42 CoBank ACB Private 0.88% $5.8M 5,755,000
43 BANCO DE SABADELL SA Private 0.87% $4.9M 4,600,000
44 BARCLAYS PLC Private 0.86% $4.2M 4,000,000
45 M&T BANK CORPORATION MTB-PJ 0.86% $5.7M 211,575 11.8 $4.0B Financial Services
46 SWEDBANK AB Private 0.85% $5.6M 5,200,000
47 BANK OF NOVA SCOTIA Private 0.84% $5.5M 5,200,000
48 AMERICAN ELECTRIC POWER Private 0.84% $5.5M 5,217,000
49 SEMPRA Private 0.82% $5.4M 5,274,000
50 STANDARD CHARTERED PLC Private 0.82% $5.4M 5,000,000
1 2 3 ... 6 Next →

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms